True Potential SEI Balanced Acc header image

True Potential SEI Balanced Acc

Fund

ISIN GB00BV9FR894 / Valor null

NAV (2025-02-07)
GBP 1.72+0.49%

True Potential SEI Balanced Acc
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General Objective

The Fund aims to provide capital growth and income by investing directly and indirectly in a selected range of investments in the UK and around the world.

Fund Exposure

The Fund achieves its objective by investing predominantly in other investment funds with a global equity and fixed income focus. It may also invest in shares, bonds issued by governments and other organizations, and other transferable securities. The Fund may use derivatives for Efficient Portfolio Management and investment purposes.

Risks

Investing in the Fund involves risks such as market risk, currency risk, credit risk, and derivatives risk. The value of investments can go up or down, and investors may not get back the amount they originally invested. It is important to carefully consider the risks outlined in the Prospectus before investing in the Fund.

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Source

https://www.tpllp.com/wealth-strategy-fund-range/

Tags:
fixed income global equity

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OTHER SHARE CLASSES OF THIS FUND

True Potential SEI Balanced Inc
True Potential SEI Balanced Inc True Potential SEI Balanced Inc
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Annual Return

-50%0%+50%

Risk level

110
0.49%GBP 1.33